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Tortoise North American Pipeline ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$705K -$19.3K -775 -3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$696K -$218K -8,734 -23%
UAS
53
United Asset Strategies
New York
$667K +$29.4K +1,180 +4%
CAN
54
Cetera Advisor Networks
California
$652K -$119K -4,787 -15%
WB
55
WesBanco Bank
West Virginia
$618K -$12.5K -500 -2%
Creative Planning
56
Creative Planning
Kansas
$547K +$218K +8,764 +64%
WA
57
WealthTrust Axiom
Pennsylvania
$504K -$18.7K -750 -3%
PFBT
58
Parkside Financial Bank & Trust
Missouri
$491K -$376K -15,085 -43%
HFS
59
Howard Financial Services
Texas
$461K +$2.17K +87 +0.5%
JP Morgan Chase
60
JP Morgan Chase
New York
$439K -$1.36M -54,731 -75%
AWS
61
Atria Wealth Solutions
New York
$418K +$428K +17,200 New
BAM
62
Belpointe Asset Management
Nevada
$378K +$45.1K +1,810 +13%
AT
63
American Trust
Kentucky
$373K +$32.3K +1,297 +9%
LEFP
64
Leading Edge Financial Planning
Tennessee
$370K +$1.12K +45 +0.3%
IA
65
IFP Advisors
Florida
$333K +$76.6K +3,077 +27%
FIM
66
Freedom Investment Management
Connecticut
$298K -$31.7K -1,271 -9%
FA
67
FDx Advisors
Illinois
$256K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$240K +$246K +9,880 New
PPP
69
Private Portfolio Partners
New Jersey
$238K -$11.2K -449 -4%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$224K
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$207K -$33.4K -1,340 -14%
SWA
72
Strategies Wealth Advisors
Michigan
$206K +$2.89K +116 +1%
Wells Fargo
73
Wells Fargo
California
$182K -$445K -17,872 -70%
UB
74
UMB Bank
Missouri
$160K
AF
75
Allworth Financial
California
$160K